Evermay Wealth Management
OXY icon

Evermay Wealth Management’s Occidental Petroleum OXY Stock Holding History

Evermay Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57.9K Buy
1,047
+701
+203% +$40.1K 0.01% 346
2026
Q2 		$16.8K Buy
+346
New +$19.6K ﹤0.01% 459
2024
Q1 		– Sell
-59
Closed -$3.52K – 699
2023
Q4 		$3.52K Buy
+59
New +$3.6K ﹤0.01% 495

Other funds holding OXY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Evermay Wealth Management's OXY Position: Q3 2026 in Review

Evermay Wealth Management increased its Occidental Petroleum (OXY) stake by 203% in Q3 2026, buying an estimated $40.1K and bringing the position to 1,047 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #346.

Evermay Wealth Management first reported a position in OXY in Q4 2023 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Evermay Wealth Management held 1,047 shares of Occidental Petroleum worth $57.9K as of Q3 2026.
  • Evermay Wealth Management bought 701 Occidental Petroleum shares in Q3 2026, an estimated $40.1K.
  • Occidental Petroleum made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #346 holding.
  • Evermay Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.